LIFESTYLE, PORTFOLIO, LEGACY
associated with 8 other trademarks
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory servic...

Words that describe this trademark:

Serial Number:

98077587

Mark:

LIFESTYLE, PORTFOLIO, LEGACY

Status:

Notice of Allowance-Issued

Status Date:

08-20-2024

Filing Date:

Registration Number:

N/A

Registration Date:

N/A

Goods and Services:

Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families Family succession business planning; business transition planning; tax planning

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

06-25-2024

Mark Drawing Status:

4

Abandon Date:

N/A

Business Name:

321 EAST MAIN STREET, SUITE 400

Correspondent Name:

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